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ATHENA WEALTH MANAGEMENT, LLC
CRD 319373 · SEC 801-130326
540 W. PLUMB LANE, #201, RENO, NV, 89509, United States
Phone
(408) 684-3705
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.0M
Discretionary AUM
$174.0M
Team
3 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $46.1M |
| High net worth individuals | 61 | $125.1M |
States served
CA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD